Lloyd Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Lloyd Advisory Services’s Portfolio FTA Stock Details FTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-36	Closed	-$3.11K	–	922
2025 Q4	$3.11K	Buy	+36	New	+$3.03K	﹤0.01%	434
2022 Q2	–	Sell	-314	Closed	-$22K	–	248
2022 Q1	$22K	Buy	314 +5	+2%	+$349	0.01%	332
2021 Q4	$22K	Sell	309 -18	-6%	-$1.22K	0.01%	282
2021 Q3	$21K	Buy	327 +28	+9%	+$1.85K	0.01%	246
2021 Q2	$20K	Buy	299 +56	+23%	+$3.72K	0.01%	236
2021 Q1	$15K	Sell	243 -15	-6%	-$895	0.01%	226
2020 Q4	$14K	Sell	258 -11	-4%	-$569	0.01%	182
2020 Q3	$13K	Buy	269 +45	+20%	+$2.12K	0.01%	170
2020 Q2	$10K	Buy	224 +82	+58%	+$3.53K	0.01%	181
2020 Q1	$5K	Sell	142 -66	-32%	-$3.28K	﹤0.01%	178
2019 Q4	$12K	Buy	+208	New	+$11.2K	0.01%	203

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return